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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,594 | $36,767+10.4% | $81,473-50.2% | $62,293-34.8% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 163.91% | 173.80%-9.9pp | 38.78%+125.1pp | 28.90%+135.0pp |
| Employer contribution / active EE | $2,686 | $1,128+138.1% | $2,568+4.6% | $2,042+31.5% |
| Participant deferral / active EE | $4,802 | $2,111+127.5% | $3,537+35.8% | $3,169+51.5% |
| Admin fee / account holder | $4,580 | $797+474.5% | $4,561+0.4% | $479+855.4% |